LULU

Happy-Champion1661

no michael, I will not buy your bags thanks maybe LULU just cause earnings in 2weeks

alice2wonderland

GOOG yes, LULU I got my doubts...

alice2wonderland

agree about LULU...I'm not buying that

carsonthecarsinogen

I told you guys PLTR and the gov shut him up Also LULU is for sure a value trap, products have fallen off a cliff in quality and it’s lost its cool factor. No moat.

Ok_Rent5670

I have LULU and GOOG. Clearly I’m Warren Buffett and Michael Burry combined. It’s okay, I’m just being humble.

_Jetto_

He likes LULU!!

plznodownvotes

I’m in LULU. 336 shares at $188

Riskismyapellido

LULU bought at 320$

plznodownvotes

LULU to $550 end of 2026

Front-Cantaloupe6080

haha lets hope. i think nike and lulu are VERY different. nike has scaled already. it has 12% margins, whereas Lulu has 23% margins. P/E is also super different, $LULU trading way less at 11.6 vs 32.2. Thats why I think it will run

Doctor_Raymos

Estimated earnings is lower than previous quarter with shakey guidance. This + consumer budget/recession fears, I am bearish on LULU, I have some puts in but nothing with high conviction

reddorickt

I don't have much insight on LULU, but looking into other clothing brands, are Nike, Adidas, Ralph Lauren, Burlington, Boot Barn all seriously trading at a > 30 P/E? What is the thesis here? It appears LULU is hanging around some other brands in that metric though, like Gap/Urban/Levi/Abercrombie

Front-Cantaloupe6080

Bullish on $LULU Lululemon. Ive held this stock for a few months and finally back to where I started. Options are up 18%, my holdings are now flat. I think we have a solid run up to earnings and if sales are good, OH BOY I think this pops. US sentiment soft but international growing. 11.6 PE, way less than comps, 1.3B in cash with share buy backs. It's gotta run. Also got this in the mail today for my amex card: || || |**Earn up to $200 in statement credits with lululemon.****^(1)**| |Use your registered Card to spend at least $100 in qualifying purchases every 3 months from October 1, 2025 to September 30, 2026, at participating lululemon location(s) or online at [shop.lululemon.com/en-ca/](http://l.email.americanexpress.com/rts/go2.aspx?h=2742790&tp=i-1NHD-Km-wmc-1NIdpX-1v-SHaRB-1c-5lb9-1NIJlj-lCcDQWhVuY-14sZNH&pi=C5-msSlOkL3A41UKbmmssFB26wa5ipAeWfHICM1DBT4), and earn a $50 statement credit. Take advantage of this benefit by September 30, 2026, to earn a maximum of $200 in statement credits!^(1)| |**Just another benefit brought to you by** ***Member extras*****.**|

Ok_Rent5670

LULU boosting nicely. Get to $250 EOY, your ass is too cheap rn

Rich-Badger-7601

The $BECKY trade is so fuck hot right now, LULU and TGT are back baby

Gunzberg

LULU absolutely crushing it this week

MitchCurry

NU and ATZ.TO ATHs. The latter is up 109% YTD while it's closest competitor, LULU, is down 53%.

CanIMarginThat

what's good with LULU dudes

plznodownvotes

Cmon LULU 🍆💦🍑

Roxorek

LULU flying 14 forward PE send it back to 300 in 2026

Justheretomakemoniez

Time for LULU to make a huge move

UndyingValue

I haven’t seen anything which is a slam dunk huge opportunity imo. Been watching a few names: ADBE, CRM, UNH, LULU. I’ve added small positions of each(1-3k-ish) but I don’t see an ideal entry to load up yet. Additional cash for 2026 will probably go into ETFs until I see a better opportunity. I was kind of hoping that META would drop closer to 500, but it seems to be recovering for the time being. What about you?

UndyingValue

LULU is next. I have been adding.

WendyDumpsterFire

Damn so much for LULU and NKE

plznodownvotes

When LULU moon 40%?

gamjatang111

Funny cus retailers are having themselves a day in the market, $LULU, $KSS, $RL etc etc even retail ETF $RTH up pretty big

ButterscotchFeeling9

Chad & Stacy Folio doing well (LULU and ANF)

plznodownvotes

Get on the LULU train, losers

CanIMarginThat

LULU's intraday cup and handle had a cup handle.. wow

Ok_Rent5670

LULU is a $250 stock. So undervalued.

_hiddenscout

Exactly! Yeah, I'm looking at RL as long term hold. Bought a few boring things going into the holiday season. I own too much defense and aerospace. Like bought an extremely boring company the other day, ODC. I wouldn't be surprised to see LULU have a good holiday season. No position, but wouldn't be surprised to see URBN pop after hours today after their report.

jrex035

>Numbers are wonky from experience. Ive noticed different sources provide different figures but usually the disconnect isn't that wide. >I think LULU is a great buy for more of a value thing, just personally I worry about how sticky they are fashion is an interesting space. Very true. To be clear, I was just swing trading LULU in my Roth, got a nice bounce on it, but wasnt planning to hold long term. It was at its 52 week lows and seemed like a good opportunity. Reviewing the numbers on finviz, RL is almost certainly the better longterm hold. LULU might bounce back, but damage to its brand and growing competition make it a lot riskier.

_hiddenscout

Numbers are wonky from experience. I don't know if some companies pull things quarterly vs daily. Also probably use different EPS growth numbers, since that's a big driver in the calculation. I normally go off finviz or stockanalysis. I think LULU is a great buy for more of a value thing, just personally I worry about how sticky they are fashion is an interesting space. I just personally like RRL, which is the high end line for them. With RL, I've just watched them for like over a year without buying it and the stock have just performed really well. I go back to the Buffet idea of 'It's Better To Buy A Wonderful Company At Fair Price Than A Fair Company At A Wonderful Price' and just worry that LULU might be in the later than the former.

jrex035

RL is way overpriced compared to LULU by just about every metric. * PE: 11.58 vs 25.87 * Forward PE: 12.63 vs 23.53 * PEG: 0.87 vs 2.16 * Price/Sales: 1.89 vs 2.92 * Price to Book: 4.59 vs 8.22 Not really seeing the value here for RL

longGERN

Plz BECKY save my LULU

_hiddenscout

I posted about RL like last week and that position is up like 10%. I'd rather own RL over LULU, but to each their own with that stuff. URBN is reporting after the bell close today and it's been an interesting name. They are doing well with their monthly subscription clothing service. My wife uses it. Also helps that ANF and Kolh's are having strong days, probably carrying a lot of retail with it.

jrex035

I gotta say thank you to Michael Burry for one thing at least, his release showing the NVDA and PLTR puts also showed him buying LULU which I decided to jump into also. Up almost 10% on those buys in just a few weeks. Good stuff

OREG_Keith

LULU finally tired of dropping their pants! Calls on Christmas buns!

Legitimate_Top_6263

Some recent buys (last month or so): LULU, PYPL, ADBE, AMZN, CAKE, NOMD.

Perfect_Painter_7863

Selling my LULU shares at a loss, will have 16k cash available. AMZN IREN or MSFT?

Misaka9615

I think Morningstar does good work a lot of the time but man their stance on LULU and ADBE are so disagreeable.

plznodownvotes

Fuck you LULU

deevee12

Dying millennial trends starter pack: DIS CMG SBUX TGT LULU

plznodownvotes

LULU price target $520

CornMonkey-Original

$170 is just far too scary for LULU. . . .

merchant91

I'd pick DECK over LULU just because people notice shoes more than pants. I don't like the risk reward for either in the current macro environment. If retail sales data is weak both stocks will be hammered

Riskismyapellido

LULU lost it's mojo. They are done. 

Megaloman-_-

I agree on the fact that LULU may be an attractive landing point for those (many) folks rotating out of tech, even if just temporarily. Plus, let’s not forget the fact that the Chinese sales are booming massively

AyumiHikaru

Almost all high PE retail dropped at the end of the day LULU NKE CMG TMUS just to name a few

lies_are_comforting

It’s tempting to buy a lot of LULU before earnings which is two weeks from now. I feel like it wouldn’t drop more than 10 % at worst but at best it could pop 30 %.

hyperpigment26

Deckers seems like it's had its flash in the pan with Hoka. If they revitalize that product line, there could be something there, but it would be in the wake of a lot of competition. I wasn't particularly impressed with the management on the ERs. A new product line can rejuvenate the brand, but I didn't get the sense they were innovating all that much and mostly complain about tariffs. UGG is likely their cash cow but is seasonal. Lululemon as a premium brand has attractive margins and LULU may recover some if we see a sector rotation away from AI. There's a loyal following, and foot traffic to the stores seems healthy from where I am, but I don't have a view of every region. People are obviously more cost-conscious, but those aren't really the core consumer anyway. They could have a rough quarter here or there, but it's way off its highs and they could have a nice surprise with international expansion underway.

Riskismyapellido

LULU piece of crap. Sells plastic pants. Competition literally next door. 

ripcayde_6

Deck is better positioned because it benefits from average consumer and wealthier consumers. LULU only gets above average income consumers.

Due-Lawfulness-2759

I have LULU..but let me do some research on DECK

Alternative_Rule6208

LULU

Health_Code_T

LULU is the sad tale of how body positivity ruined a brand

Ok_Rent5670

GOOG 350, RDDT 400, LULU 250!!!!!! I'll be a happy man if this happens for Christmas.

Gunzberg

Shame I threw away a month's worth of profits just to roll META...and I'm still stuck in it and the disaster that is Oracle. Going forward probably only LULU and UNH for options and then use the proceeds to buy techy/BTC stuff via equities ike HOOD. These past two weeks have been too brutal for my psyche to do again. This morning I was looking at over 210k in losses before a bit of a recovery. Trading isn't fun if you can't sleep easy

Gunzberg

Credit spreads, CSPs, sometimes naked puts between 150-160 strike. What I do each week depends on my cash balance. LULU has never gone below 159. If the SC strikes down tariffs, it will pump. Women can't stop buying their stuff and criminals can't stop shoplifting it either - demand remains strong. It got deservedly whacked last earnings but then it found a floor in the 160-175 range and has been stuck there for months. Even doing options at 160 strike gives enough premium to stay ITM even if it goes to new ATL...which it isn't any time soon (he says this now).

Gunzberg

LULU has consistently been making me 7-8k a week. Just wish I'd done more of that than the above

Gunzberg

META truly screwed me this week. UNH, HOOD and DUOL just about halved the loss from META. Thinking no more options on tech or anything BTC related or in any kind of relationship with OpenAI (Gemini won, it's over, long Google, you know it's true). I mean options on LULU pay a sweet premium and the volatility is much lower

thalassamikra

LOL that pump on LULU

vgavina10

I think we got back up from here. $AMD and $LULU

thalassamikra

Burry was mocked all last evening but couldn't have asked for a better day - PLTR down, NVDA down, LULU up

PutSpreadDaddi69

LULU is like: yall are red?

kananishino

LULU can you just pump up faster plz?

auradragon1

I agree with everything you said because of TSLA. I think TSLA is special in that it is truly a cult. There is no cult around HOOD, DIS, LULU.

wearahat03

Redditors (dis)like brands that they're (un)happy with as customers. What they don't do but should do if they're investing is take an objective and analytical view of the company. People hated on HOOD because they thought they were conspiring against retail investors. HOOD stock has done well. People hated on NVDA for their GPU pricing and availability of GPUs. They said NVDA was price gouging. NVDA stock has done well. People loved DIS because of all marvel and star wars content. DIS stock has done poorly. People loved LULU because they claim their clothes are better than anything else. LULU stock has done poorly. The biggest one is people hate TSLA because Musk helped Trump get a 2nd term. The irony is TSLA bears providing the most bullish reasons for TSLA. They claim that TSLA is trading at their high price because Musk has a cult who eat up all his lies. So TSLA doesn't have to deliver on any of their promises to maintain their high stock price.

Metacog_Drivel

At least Burry has LULU and UNH to help prop up his portfolio 🤣🤣🤣

Reasonable-Load3326

Say LULU. How are you partnering with yoga pants?

bzl33

TGT is down to 2015/2016 prices. LULU 2018 prices. NKE 2015 prices. SBUX 2019 prices.

thalassamikra

I had no idea LULU has become the flight to safety trade. But I have a ton of LULU shares so I'm not complaining :)

Spanisbro

On a sea of red, LULU is green.

No_Shine_6124

If your reference to Bikini Bottom was a hint towards LULU, I’ve tried. And they’re not even bikinis.

NochillWill123

Tariffs , losing trend a bit , solid earnings but weak guidance. Stuff like that, bullish cases are AMEX are now partners with LULU (think 45$ a month using points). They are buying back shares, they loaded on cash, and profit margins are still good.

Cardiologist_Actual

$Lulu IV30 at 74.18 (up 1.8 points) - this puts LULU in the top 10% of volatility readings for the entire year. Wth?

Intelligent-Shape888

no reason why these athleisure stocks suddenly have a turn around this year of all years. this co hasn't come out with anything new or revolutionary in years. LULU has also been pushing out all these pre-Black Friday promos to all customers who later find out are only available on ios app exclusively. genius marketing move to exclude all those poor android users or old-school shoppers that still use pc's.

ListerineInMyPeehole

I am still with the bit shart burry, long LULU

OREG_Keith

Bullish. LULU needs to bring back those defective see through yoga pants and get back to all time highs.

ListerineInMyPeehole

LULU bull case, Melania comes out wearing $200 yoga pants

OREG_Keith

I’ve taken a big hit on LULU as well, but it’s time to pull up the pants. It is on the recovery now with some major corporate changes. I am holding it forever now! lol

Adventurous-Quit-669

JD LEAPSs , LULU , PINS CROX shares

lies_are_comforting

LULU down 4 %, NKE down 2 %, KSS down 4,5 %, DDS down 6 %. I say again… TGT down 1,5 %.

Riskismyapellido

don't fuck with LULU. Shit it's haunted

MaleficentPlate9104

Glad I sold my LULU puts for $8K loss Friday. Would’ve been up $9K on then today FAHK

skin_flute_player

Someone out there had both LULU and TTD in their port. Atrocious YTD lol.

ListerineInMyPeehole

Does LULU pop before Burry closes his fund in Q4? He's long MOH and LULU

Front-Cantaloupe6080

wym? I sold $UNH up 48k and rebought last week. My options on LULU are up and by holdings are \~6%.

Front-Cantaloupe6080

$LULU and $UNH rolling

Front-Cantaloupe6080

My options are up, down 6% on holdings. Time will tell. $LULU Earnings Dec 4!

thalassamikra

There's literally zero overlap between the women who buy Kirkland leggings and those who buy LULU. Alo is the only true competitor and is whooping LULU's ass these days

Ragebait_Destroyer

ill put it like this. I agree that consistent buying is good, but only if you hedge with things like put option, bonds, etc.. the main problem is this takes a very active role that most don't have time to do. also knowledge of options etc. I don't even have time to do that. so I would rather say we disagree on the risk present in markets than investing strategy. I am not a permabear or a "everything is bubble" market. I just don't see a good outcome when the market is basically 7 stocks. also looking at his asset mix, he doesn't really look bullish to me. he has a lot of metals, income and random stuff. I'm ok with buying certain stocks. I think $LULU is a very good stock to own ATM.

Emilio___Molestevez

wife asked if I'm holding $LULU bags. I'm like "no baby that shit's down -50% in a year on terrible news and earnings. my $IREN can sign huge deals, blow out earnings and do -50% in a week"

Metacog_Drivel

If you're buying LULU, UNH, CAVA...maybe throw in SBUX or NKE too. Please just give up. Right now, just give up.

Snoo-30340

Lulu is an obvious buy now. It will be difficult to ever find someone who loves you as much, as a white girl loves her own ass in a LULU

Check123ok

With all the stocks in the world, what upside is there to LULU?

abbazabba75

LULU is gone dude. There are other low cost options (ksig for example or nordstroms in house). There are WAY trendier top tier options like Alo. I don’t see what you see.

yourecoolyourecool

LULU has lost its appeal, ridiculous PE, and won’t be coming back. Seems like you’re a bag holder here, sorry.

dvdmovie1

Any time a consumer growth story loses momentum, it looks like a biotech that failed a phase 3. Look at Elf losing nearly 70% in a year and a half, Celsius has bounced but the initial decline post 2024 high was about 75%. Cava is down nearly 70% from the bubble high. LULU's down nearly 70% off the high.

AntoniaFauci

LULU will someday have crashed enough to bounce. For what it’s worth, HundredX expressed their current assessment of Lulu’s brand perception yesterday. Their extensive surveying found that Lulu’s demographic is still losing interest in the brand and gives them the lowest rating on value for price.